Annex Advisory Services’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $529K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $443K | Sell |
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|
2017
Q4 | $516K | Sell |
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|
2017
Q3 | $495K | Sell |
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|
2017
Q2 | $522K | Sell |
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|
2017
Q1 | $556K | Sell |
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|
2016
Q4 | $546K | Sell |
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|
2016
Q3 | $594K | Sell |
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|
2016
Q2 | $626K | Sell |
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|
2016
Q1 | $628K | Sell |
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|
2015
Q4 | $642K | Sell |
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|
2015
Q3 | $624K | Sell |
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|
2015
Q2 | $721K | Sell |
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|
2015
Q1 | $796K | Sell |
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|
2014
Q4 | $1.2M | Sell |
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|
2014
Q3 | $1.28M | Sell |
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|
2014
Q2 | $1.39M | Sell |
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|
2014
Q1 | $1.33M | Sell |
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|
2013
Q4 | $1.35M | Sell |
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|
2013
Q3 | $1.37M | Sell |
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|
2013
Q2 | $1.75M | Buy |
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